Agentforce Nonprofit (Nonprofit Cloud)

Hi Nonprofit Community! Weekly Roundup - Aug 7

Team Update

 Before I dive into my usual weekly update, I wanted to take a moment to welcome our teammate @Natalie Larino, who's been working with us for the last 1.5 years and is officially full-time starting this week! Check out her linkedin post HERE and give her a welcome! Help me congratulate Natalie, because her going full-time means even more support for our programs, events, and everything else we do for you all. Lots of other changes in the ecosystem this week... but this one's worth celebrating! 

Now, let's take a look at what's going on in the Nonprofit Salesforce world this week. Chime in on the comments if there are other hot-topics you'd like to share too :)

⭐ What's new

• New resource shared! Stakeholder Management Accelerator - read the overview article by @Justin Gilmore - this is a free resource available to all! 
• New webinar added below: Agents for Impact: Scaling service delivery and reducing administrative burden on Aug 27
• New events at Dreamforce added! Nonprofit Breakfast + Reception + Meetups! NOTE: RSVPs for the breakfast and reception are almost full after just 24 hours, sign up ASAP before they hit capacity!
• Call for Presentations is open for World Tour London (Oct 17) + NYC (Dec 3) - Submit your session - submissions are NOW OPEN! London Deadline: August 21st, NYC Deadline: September 25th. 

💻 Upcoming Events 

THIS MONTH

AMAs

• August 19 - Virtual Q&A: Nonprofit AMA (EMEA) 

Webinars

• August 4, 11, 18, 25 - AI for Impact Series (4-part Series, 1 down, 3 to go!)
• August 20 - A Reality Check on Agentforce Nonprofit: What It Is, What It's Not
• August 27 - Agents for Impact: Scaling service delivery and reducing administrative burden

Sprint

• August 11-12 - Virtual Community Sprint

NEXT MONTH & BEYOND

• September 15-17 - In-person Event: Dreamforce! (SF, CA)
• September 15 - Nonprofit Breakfast at Dreamforce
• September 15 - Nonprofit Reception at Dreamforce
• September 15 - Bobablazers Meetup at Dreamforce
• September 16 (day/time tbd) - Nonprofit Meetup at Dreamforce (you can bookmark for now!)
• September 18 - Deadline: Agents of Impact Accelerator deadline to apply
• October 19-20 - In-person Event: Amsterdam Community Sprint (Amsterdam, Netherlands)
• November 9-10 - In-person Event: San Francisco Community Sprint (SF, CA, USA)

💬 Recurring Gatherings

• Weekly: Coffee Chat (Fri), Nonprofit LATAM Office Hours in Spanish (Weds), Nonprofit Office Hours in Spain in Spanish (Thurs)
• Monthly: MVP Office Hours (1st & 3rd Fri), Salesforce Saturday - Nonprofit (Sat)

🎥 On-Demand Highlights

• Check out the Release Readiness Summer ’26 Highlights: Nonprofit
• Overcoming Fundraising Challenges with Nonprofit Cloud

📚 Always On Resources & Connections

• Work at a Nonprofit and want to get certified? Email nonprofitcertification@salesforce.com to request a 50% off voucher code. You'll receive an automated reply with next steps to confirm your eligibility and learn more (some limitations apply). 
• Salesforce Hosted: Nonprofit Webinar Series • Salesforce-wide Events 
• Community Hosted: Trailblazer Community Groups • "Dreamin" Conferences
• LinkedIn: Follow & tag the Salesforce Nonprofit LinkedIn page to share your work with us!
• Ongoing World Tour Participation: Want to speak at World Tour? Call for Participation
• Ohana Slack: Want to connect with our Nonprofit Community in Slack? Join the community-led Slack Workspace called "Ohana Slack" - there's a Nonprofit channel, a Coffee Chat channel (among others!), all are welcome :) 

Shoutouts!

• Shoutout to our AMA host this week! Shoutout to our AMER AMA hosts @Rob OBrien @Melissa Hill Dees @Libby Ziemelis and our ANZ AMA hosts @Mia Pacey @Gourav Sood @Bethany Smith for leading great conversations - note: we don't record these sessions, but you can find written follow ups in the Ask Me Anything group! Next up, later this month is the EMEA AMA hosted by @Emma Keeling @Marie van Roekel @Martin Humpolec.
• Shoutout to the Nonprofit User Group in Des Moines who hosted their August meeting this week, shoutout to hosts @Karen Trotter @Jeff Waldschmitt. (Note: a lot of groups meet virtually so even if it's in a city that you're not in, check if you can join virtually!). 
• Did you know there are 62 Nonprofit-specific user groups in cities around the world? Connect with other nonprofits using Salesforce, just like you! Holler if you ever need help finding one near you!

Thank you for being part of this community, appreciate you all!

💙 Lizzy & the Nonprofit Community Team

Just starting out with Agentforce Nonprofit (AFNP)? Getting stakeholder management right — individuals, households, relationships, affiliations — is one of the hardest parts of a new implementation. There are a lot of objects, a lot of settings, and a lot of choices to make at once. 

The Stakeholder Management Quick Start is a free, open-source Global Public Sector Accelerator built specifically for new AFNP customers. It installs an unmanaged package with best-practice configuration already in place — so admins can focus on their organization's needs instead of figuring out the plumbing. 

Who is this for?

 Admins and implementation teams starting a new Agentforce Nonprofit implementation who need the stakeholder data model set up correctly from day one. 

Why was this built?

The AFNP stakeholder model — households, relationships, affiliations, contact points — requires dozens of interconnected decisions before staff can use it effectively. Without a clear starting point, implementations often end up with duplicate records, broken address syncs, and cleanup debt that builds silently for months. This accelerator provides the starting line. 

How can it help me?

Install the package and get the following out of the box:

• Households — automated household naming, Party Relationship Group creation, and a guided screen flow for adding/removing members and managing per-member address and phone sync
• Relationships & Affiliations — guided flows for individual-to-individual, person-to-org, and org-to-org relationships with automatic reciprocal creation, customizable roles, and support for preserving history
• Contact Info — Contact Point Address, Phone, and Email as the system of record, with per-member household sync that respects individual preferences
• Setup — custom app, Dynamic Lightning Pages, permission sets, quick actions, and field help text ready to go

What does it cost?

Nothing. It's free and open source. 

Check out the accelerator here: https://sfdc.co/smqs

Read more here: https://www.linkedin.com/pulse/getting-stakeholder-management-right-from-vm2lc/

Hi Nonprofit Community! Weekly Roundup - July 31

WOW... last day of July! Let's take a look at what's going on in the Nonprofit Salesforce world this week! Chime in on the comments if there are other hot-topics you'd like to share too :)   

🔒 ICYMI: Experience Cloud Guest User Security Reminder 

• Salesforce recently shared an important update on securing Experience Cloud guest user access. If you haven't already, review the Trust Site post and this blog on protecting your data to validate your guest user configuration. 
• While you're at it, this is a great time to make sure your org has a Security Contact set up and that you're subscribed to receive these kinds of security updates directly. 
• Questions? Log a support case, or check out the on-demand video series on building a secure org. 

⭐ What's new

• New webinars added below: Tableau+: The Future of AI Analytics (Aug 5) and A Reality Check on Agentforce Nonprofit - look for it twice this month, Aug 6 and Aug 20 (a popular one!)
• 13 new LATAM Spanish-localized certification exams are here! Not nonprofit-specific, but sharing the update from the Trailhead team.

📌 Heads up: Nonprofit AMA schedule shift in August

•  AMER and ANZ AMAs are happening earlier in August to avoid overlap with the Virtual Sprint (Aug 11–12) and my upcoming PTO (Aug 15–28).
• EMEA AMA is the 3rd week of the month, as usual! 

💻 Upcoming Events 

THIS MONTH

AMAs

• August 5 - Virtual Q&A: Nonprofit AMA (AMER) 
• August 5 - Virtual Q&A: Nonprofit AMA (ANZ)  
• August 19 - Virtual Q&A: Nonprofit AMA (EMEA) 

Webinars

• August 4, 11, 18, 25 - AI for Impact Series (4-part Series)
• August 5 - Tableau+: The Future of AI Analytics 
• August 6 & 20 - A Reality Check on Agentforce Nonprofit: What It Is, What It's Not, and How It Actually Works

Sprint

• August 11-12 - Virtual Community Sprint

NEXT MONTH & BEYOND

• September 15-17 - In-person Event: Dreamforce! (SF, CA)
• September 18 - Deadline: Agents of Impact Accelerator deadline to apply
• October 19-20 - In-person Event: Amsterdam Community Sprint (Amsterdam, Netherlands)
• November 9-10 - In-person Event: San Francisco Community Sprint (SF, CA, USA)

💬 Recurring Gatherings

• Weekly: Coffee Chat (Fri), Nonprofit LATAM Office Hours in Spanish (Weds), Nonprofit Office Hours in Spain in Spanish (Thurs)
• Monthly: MVP Office Hours (1st & 3rd Fri), Salesforce Saturday - Nonprofit (Sat), Nonprofit Ask Me Anything (multiple Timezones!)

🎥 On-Demand Highlights

• Check out the Release Readiness Summer ’26 Highlights: Nonprofit
• Overcoming Fundraising Challenges with Nonprofit Cloud
• How Blue Star Families Scales Fundraising and Community Support with Agentforce

📚 Always On Resources & Connections

• Work at a Nonprofit and want to get certified? Email nonprofitcertification@salesforce.com to request a 50% off voucher code. You'll receive an automated reply with next steps to confirm your eligibility and learn more, some limitations.  
• Salesforce Hosted: Nonprofit Webinar Series • Salesforce-wide Events 
• Community Hosted: Trailblazer Community Groups • "Dreamin" Conferences
• LinkedIn: Follow & tag the Salesforce Nonprofit LinkedIn page to share your work with us!
• Ongoing World Tour Participation: Want to speak at World Tour? Call for Participation
• Ohana Slack: Want to connect with our Nonprofit Community in Slack? Join the community-led Slack Workspace called "Ohana Slack" - there's a Nonprofit channel, a Coffee Chat channel (among others!), all are welcome :) 

Shoutouts!

• Shoutout to our Nonprofit User Groups who hosted meetings this week! Shoutout to @Margaret Fako and @Bill Corkill and the Nonprofit User Group, Michigan, United States (Virtual) who hosted the July 2026 Working Meeting (Virtual) this week! (Note: a lot of groups meet virtually so even if it's in a city that you're not in check if you can join virtually!). 
• Did you know there are 62 Nonprofit-specific user groups in cities around the world? Connect with other nonprofits using Salesforce, just like you! Holler if you ever need help finding one near you!

Thank you for being part of this community, appreciate you all!

💙 Lizzy & the Nonprofit Community Team

⛰️ 🔐 New Hands-on Workshop for Premier & Signature Admins: Secure the Org: Find and Fix Vulnerabilities (ADX012)

 Misconfigured security settings are one of the leading causes of data breaches. In this 90-minute instructor-led workshop, you'll step into the role of an internal security auditor to identify and fix real Salesforce vulnerabilities across the most common misconfiguration areas. 

This workshop was adapted from a fan-favorite capture-the-flag game that has been a hit at live Salesforce events — now available virtually so more admins can play! This practical workshop is for:

• Newer admins — you'll find the challenges approachable and manageable. The hands-on format makes security feel less daunting and more actionable
• Seasoned practitioners — you'll likely discover security settings you haven't previously been aware of
• All learners — challenges are independent of each other, so you can move at your own pace, skip ahead, and circle back with no pressure

Sessions are live and available!

• Fri Jul 31 — 9:00am ET [AMER]
• Mon Aug 3 — 3:30pm ET [AMER]
• Tue Aug 11 — 10:00am CET [EMEA]
• Check the session listings for more workshops across regions 

➡️ Premier and Signature customers — Register today on Trailhead Academy — Course code: ADX012

#Security

Hi Nonprofit Community! Weekly Roundup - Friday, June 5

Let's take a look at what's going on in the Nonprofit Salesforce world this week! Chime in on the comments if there are other hot-topics you'd like to share too :)   

🔥 Hot topic!

• New "Step Up Authentication" for Reports? - @Heath Parks kicked off a lively thread on the latest security/MFA updates. Worth a read / chime in if you have questions! There's an upcoming User Group Meeting (community-led discussion) on this very topic on June 9 - virtual and open to all! Sign up: Navigating Salesforce's Upcoming Security Enforcements.

⭐ Updates

• London World Tour is coming up soon! Join us in June in London at the NEW AI Centre!
• 3 Nonprofit AMAs in June! Register for an upcoming session!
• Dreamforce Registration is live! $399* fixed rate for Nonprofit, Edu and Pub Sec, join @Nonprofits at Dreamforce and @Education at Dreamforce for more info + *fine print + to stay in the loop!
• Ongoing World Tour Participation: Want to speak at World Tour? World Tours 2026 - Community Call for Participation

💻 Upcoming Events - THIS MONTH

• June 9 - Virtual User Group Meeting: Navigating Salesforce's Upcoming Security Enforcements
• June 10 - Webinar: Unlock the Future of Analytics: Agentic AI in Tableau Next
• June 10 - Virtual Q&A: Nonprofit AMA (AMER)
• June 11 - Webinar: A Reality Check on Agentforce Nonprofit: What It Is, What It's Not, and How It Actually Works
• June 11 - Webinar: Agentforce Success Spotlight: AI-nnovation Across Public Sector
• June 15-16 - London Community Sprint (London, UK) 
• June 15 - In-person Event: Toronto Nonprofit Technology Leaders Summit (Toronto, Canada)
• June 17 - In-person Event: World Tour Melbourne
• June 17 - Virtual Q&A: Nonprofit AMA (EMEA)
• June 17 - Webinar: Automating Document Workflows for Nonprofits
• June 18 - In-Person Event: World Tour London
• June 18 - Webinar: Better Bookings, Better Trips: How Monterey Bay Aquarium Streamlined Field Trip Booking and Operations
• June 24 - Webinar: From Insight to Action: Integrating Tableau + Slack
• June 24 - Webinar: ANZ NGO Salesforce Secure By Design - Agentforce
• June 24 - Virtual Q&A: Nonprofit AMA (ANZ) 
• June 24-25 - In-Person Event: Education Trailblazers Summit

NEXT MONTH & BEYOND

• July 20 - Webinar: Salesforce 101: Master the Basics, Unleash the Power
• Aug 11-12 - Virtual Community Sprint - reg link coming soon
• Sept 15-17 - Dreamforce! (SF, CA)

💬 Recurring Gatherings

• Weekly: Coffee Chat (Fri), Nonprofit LATAM Office Hours in Spanish (Weds), Nonprofit Office Hours in Spain in Spanish (Thurs)
• Monthly: MVP Office Hours (1st & 3rd Fri), Salesforce Saturday - Nonprofit (Sat), True to the Core, Nonprofit Ask Me Anything (multiple Timezones!), Trailblazer Community Cove AMA, Slack AMA, Developer AMA, Mulesoft In the Loop

🎥 On-Demand Highlights

• NEW: NetHope Webinar: Beyond the Hype: Five Blueprints for Responsible AI in the Field
• Release Readiness Spring '26 Highlights: Agentforce 360 for Nonprofit!
• Overcoming Fundraising Challenges with Nonprofit Cloud

📚 Resources & Connections

• Work at a Nonprofit and want to get certified? Email nonprofitcertification@salesforce.com to request a 50% off voucher code. You'll receive an automated reply with next steps to confirm your eligibility and learn more, some limitations.  
• Salesforce Hosted: Nonprofit Webinar Series • Salesforce-wide Events • Expert Coaching (Premier)
• Community Hosted: Trailblazer Community Groups • "Dreamin" Conferences
• LinkedIn: Follow & tag the Salesforce Nonprofit LinkedIn page to share your work with us!

Thank you for being part of this community, appreciate you all!

💙 Recap written by Lizzy & the Nonprofit Community Team

Hi Nonprofit Community! Weekly Roundup - July 24

Hi crew! Happy Friday! We had a lovely chat this morning in Coffee Chat (our Friday hangout - open to all if anyone ever wants to join!) with a bunch of you. These are always a fun time of the week to wind down together - I get to hear what you're all thinking about, talking about, but also just time to connect. One moment we're talking about Chia Pets, the next @Dar Veverka is dropping knowledge about the percentage of households that are single-person (more than you'd think!).... Alright, now let's dive in! 

⭐ What's new

• New Community Sprints announced! The Nonprofit Community team announced for events for the rest of the year! @Cori O'Brien and I are heading to Amsterdam (Oct 19-20) & San Francisco (Nov 9-10) later this year after Dreamforce, we hope to see you at one of our upcoming Sprints (these are kinda like hackathons)! Can't join in person? We have the Virtual Sprint (Aug 11-12) coming up too! 
• New Hands-on Workshop for Premier & Signature Admins: Secure the Org: Find and Fix Vulnerabilities (ADX012). Not Nonprofit-specific, but wanted to flag it in case you missed it — check it out if you're on Premier or Signature. See the update!

💻 Upcoming Events 

THIS MONTH

• July 29 - Webinar: Unlocking Impact: How Tableau, MuleSoft, Snowflake, and Databricks Power the Modern Nonprofit
• July 30 - Webinar: AI That Knows Your Mission: 3 Ways to Get Started

NEXT MONTH & BEYOND

• August 4 - Webinar: AI for Impact Series Part 1
• August 5 - Virtual Q&A: Nonprofit AMA (AMER) 
• August 5 - Virtual Q&A: Nonprofit AMA (ANZ)  
• August 11-12 - Virtual Community Sprint
• August 11 - Webinar: AI for Impact Series Part 2
• August 18 - Webinar: AI for Impact Series Part 3
• August 19 - Virtual Q&A: Nonprofit AMA (EMEA) 
• August 25 - Webinar: AI for Impact Series Part 4
• September 15-17 - In-person Event: Dreamforce! (SF, CA)
• September 18 - Deadline: Agents of Impact Accelerator deadline to apply
• October 19-20 - In-person Event: Amsterdam Community Sprint (Amsterdam, Netherlands)
• November 9-10 - In-person Event: San Francisco Community Sprint (SF, CA, USA)

💬 Recurring Gatherings

• Weekly: Coffee Chat (Fri), Nonprofit LATAM Office Hours in Spanish (Weds), Nonprofit Office Hours in Spain in Spanish (Thurs)
• Monthly: MVP Office Hours (1st & 3rd Fri), Salesforce Saturday - Nonprofit (Sat), Nonprofit Ask Me Anything (multiple Timezones!)

🎥 On-Demand Highlights

• Check out the Release Readiness Summer ’26 Highlights: Nonprofit
• Overcoming Fundraising Challenges with Nonprofit Cloud
• How Blue Star Families Scales Fundraising and Community Support with Agentforce

📚 Always On Resources & Connections

• Work at a Nonprofit and want to get certified? Email nonprofitcertification@salesforce.com to request a 50% off voucher code. You'll receive an automated reply with next steps to confirm your eligibility and learn more, some limitations.  
• Salesforce Hosted: Nonprofit Webinar Series • Salesforce-wide Events 
• Community Hosted: Trailblazer Community Groups • "Dreamin" Conferences
• LinkedIn: Follow & tag the Salesforce Nonprofit LinkedIn page to share your work with us!
• Ongoing World Tour Participation: Want to speak at World Tour? Call for Participation
• Ohana Slack: Want to connect with our Nonprofit Community in Slack? Join the community-led Slack Workspace called "Ohana Slack" - there's a Nonprofit channel, a Coffee Chat channel (among others!), all are welcome :) 

Shoutouts!

• Shoutout to our AMA hosts over the last few weeks:
  • AMER: @Rob OBrien @Clair Lam @Skye Tyler
  • EMEA: @Emma Keeling @Vicki Moritz-Henry @Aske Bong-Saxe
  • ANZ: @Gourav Sood @Nicole Aebi-Moyo @Daniel Klarnet. 
  • While we don't record these sessions (to allow for open, honest conversation!), we do share some written recaps in the Ask Me Anything group, in case you want to check those out! 
• Shoutout to User Groups who hosted meetings this week! Shoutout to @Bobby Wright who hsoted the weekly meetup for the Kansas City Salesforce Nonprofit User Group, and everyone who has been joining in on the "Salesforce Headless 360 Community Tour"- want to learn about Headless? Join an upcoming meeting! (Note: a lot of groups meet virtually so even if it's in a city that you're not in check if you can join virtually!). Also, did you know there are 62 Nonprofit-specific user groups in cities around the world? Connect with other nonprofits using Salesforce, just like you! 

Thank you for being part of this community, appreciate you all!

💙 Lizzy & the Nonprofit Community Team